MISSION WEALTH MANAGEMENT, LP
Position in TRV — Travelers Companies, Inc.
CIK 1645382
Santa Barbara, CA
Position in TRV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,004,685
+$2,907,969 QoQ
Shares Held
12,131
+222.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#458
of 1,828 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. TRV ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
This page
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in TRV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,004,685 | 12,131 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,096,716 | 3,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,121,081 | 3,865 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,061,036 | 3,800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $855,325 | 3,197 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $861,875 | 3,259 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $814,930 | 3,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,048,857 | 4,480 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $900,389 | 4,428 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,014,226 | 4,407 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $804,248 | 4,222 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $703,376 | 4,307 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $722,425 | 4,160 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $722,493 | 4,215 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $791,207 | 4,220 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $694,455 | 4,533 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $749,753 | 4,433 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $784,825 | 4,295 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $692,515 | 4,427 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $665,347 | 4,377 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,076,414 | 7,190 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,195,379 | 7,948 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,042,106 | 7,424 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $917,559 | 8,481 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $627,845 | 5,505 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $600,372 | 6,043 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||